Strategic Alliance Account Executive

Penn Mutual

. Develop business with Producer Groups by identifying and facilitating life insurance opportunities within the Independent Financial Network channel .

Posted 10/16/2026full-timeUnited StatesMid-LevelSenior💰 $140,000 - $150,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in business development and relationship management within the life insurance sector, with a strong focus on consultative selling and advanced marketing strategies. Proficient in navigating regulatory changes and collaborating across organizational levels to drive sales opportunities.

Highest-signal resume keywords

Business Development ExperienceLife Insurance Products ExpertiseConsultative Selling SkillsLife & Health LicenseSeries 6 & 63 Certification

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Business DevelopmentRelationship ManagementLife Insurance Case DesignAdvanced Sales ConceptsNew Business ProcessUnderwriting ProcessAdvanced Marketing ConceptsPlanning and Presentation SkillsSales MonitoringMultitasking

Soft Skills

Strong Communication SkillsLeadership SkillsCollaborationInitiativeOrganization

Tools & Technologies

ExcelDatabasesWordPowerPoint

Certifications & Qualifications

CLUChFCCFPLife & Health LicenseSeries 6Series 63

Industry Keywords

Independent Financial NetworkProducer GroupsSponsorship ArrangementsSales OpportunitiesRegulatory ChangesBroker/Dealer SalesMarket DifferentiatorsStrategic AlliancesMarketing PlansField Leaders

About the role

Key responsibilities & impact

Develop business with Producer Groups by identifying and facilitating life insurance opportunities within the Independent Financial Network channel
Actively manage a large strategic alliance/producer group relationship
Work with member firms to identify and evaluate life insurance opportunities
Negotiate sponsorship arrangements for regional meetings
Represent Penn Mutual in the marketplace by highlighting key differentiators, advanced sales capabilities, and life insurance solutions
Call on member firms and SVPs to identify and build new life insurance relationships
Develop annual marketing plans with key relationships
Communicate and implement annual plans with field and home-office constituents
Update marketing plans, review progress, and monitor sales results quarterly
Manage day-to-day relationships with principal contributors at corporate or home offices
Assist with escalated business-related issues of assigned key firms
Support IFN field leaders in identifying sales opportunities and coordinating activities
Attend planning sessions and conferences with key relationships
Develop collaborative relationships with home-office support areas to ensure delivery of marketing plans and business relationships
Stay abreast of changes and opportunities within Producer Group markets
Understand the impact of industry and regulatory changes on independent broker/dealer sales

Requirements

What you’ll need

College degree required
Master’s degree preferred
Hold, or be working towards, an industry designation such as CLU, ChFC, or CFP
Life & Health licensed
Series 6 & 63 required
Five or more years of business development and/or relationship management experience with independent distribution groups
Five or more years of experience with permanent life insurance products, case design, advanced sales concepts, new business process, underwriting process, and independent channel distribution
Superior consultative selling sales skills
Ability to work with advanced marketing concepts supporting life product distribution
Cooperation and collaboration across multi-divisions and all organizational levels
Strong written and oral communication skills
Demonstrated planning and presentation skills
Strong leadership and influencing skills
Good organization and multitasking skills
High level of initiative and independence
Strong technical skills in Excel, databases, Word, and PowerPoint
Up to 75% travel required

Benefits

Comp & perks

Flexible, hybrid approach to work
Choice of where to work based on role and personal preference
Equal employment and advancement opportunities